Key stats
About Kingsbarn Tactical Bond ETF
Expense ratio
1.09%
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Inception date
Dec 19, 2021
KDRN is an actively managed fund-of-funds that invests in a combination of bond ETFs and futures contracts on 10-year US Treasury notes. The fund typically holds between 8-12 underlying funds that broadly cover corporate and government bonds of any credit quality or maturity from around the world. The adviser selects funds believed to have the attractive risk-adjusted return characteristics based on total return, volatility, liquidity, and fee structure. The fund bases its buy/sell decisions of Treasury futures on a directional, short-term interest rate forecast that utilizes multiple market-based, economic, and technical factors. The adviser tactically manages the funds duration exposure by adjusting the portfolios average duration to their outlook. Holdings are weighted equally and rebalanced on annual basis. From time to time, KDRN may revise its allocations to the underlying ETFs, depending on its assessment of opportunities and market conditions.
Classification
What's in the fund
Exposure type
ETF
Bonds, Cash & Other100.00%
ETF92.01%
Cash7.99%